BillFin Financial Solutions

Services

We offer the following services with the highest professionalism and only the needs of the client in mind.

Individual Solutions

Life Cover

Protection for your family against the financial impact of your death, with the full benefit paid to your beneficiaries.

Disability Cover

Lump-sum or monthly income cover if illness or injury stops you from earning, before or after retirement.

Dread Disease

A cash payout if you are diagnosed with a specified serious illness such as heart attack, cancer or stroke.

Healthcare

Individual guidance in choosing the medical cover that is right for you.

Retirement Planning

Practical planning for life after work – financially and in every other way.

Investments

Help choosing the right fund allocation and investment vehicle for your goals and risk tolerance.

Short-term Insurance

Vehicle, property, household, liability, travel and business insurance through our short-term partner (www.coreib.co.za).

Business Solutions

Buy and Sell Agreements

Allows a partnership or close corporation to continue after the death of an owner, at an agreed price.

Key Man Insurance

Protects the business against the financial loss of losing a key person to death or critical illness.

Contingent Liability

Cover for business owners held liable for injury or damage caused by a party they contract with.

Future Liability

Pre-fund future business expenses systematically, for example through an endowment policy.

Investments

Put company surplus to work to help in leaner months.

Employee Benefits

Pension & Provident Funds

A range of investment vehicles packaged to suit your business and staff, helping you attract and keep good people in a tax-efficient way.

Risk

Group life, income protection and critical illness benefits – the backbone of many staff benefit packages.

Medical Schemes

Group health cover bought by an employer and offered to employees and their families.